9WM
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9258 Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

9258 Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$401K Buy
6,959
+2,959
+74% +$164K 0.06% 232
2024
Q2 		$251K Buy
4,000
+50
+1% +$3.11K 0.04% 288
2024
Q1 		$230K Buy
+3,950
New +$202K 0.04% 303

Other funds holding CMG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's CMG Position: Q3 2024 in Review

9258 Wealth Management increased its Chipotle Mexican Grill (CMG) stake by 74% in Q3 2024, buying an estimated $164K and bringing the position to 6,959 shares worth $401K. The position accounts for 0.06% of the portfolio, ranked #232.

9258 Wealth Management first reported a position in CMG in Q1 2024 and has held it in 3 quarters since. 1,521 funds tracked by Wall St. Rank hold CMG as of Q3 2024.

  • 9258 Wealth Management held 6,959 shares of Chipotle Mexican Grill worth $401K as of Q3 2024.
  • 9258 Wealth Management bought 2,959 Chipotle Mexican Grill shares in Q3 2024, an estimated $164K.
  • Chipotle Mexican Grill made up 0.06% of 9258 Wealth Management's portfolio in Q3 2024, its #232 holding.
  • 9258 Wealth Management first reported a position in Chipotle Mexican Grill in Q1 2024 and has held it in 3 quarters since.
  • 1,521 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.